TA
Tiedemann Advisors’s Philip Morris PM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $961K | Buy |
10,240
+4,965
| +94% | +$466K | 0.04% | 124 |
|
2023
Q2 | $522K | Buy |
5,275
+1,206
| +30% | +$119K | 0.02% | 154 |
|
2023
Q1 | $401K | Buy |
4,069
+5
| +0.1% | +$493 | 0.02% | 172 |
|
2022
Q4 | $416K | Buy |
4,064
+7
| +0.2% | +$717 | 0.02% | 169 |
|
2022
Q3 | $342K | Sell |
4,057
-11
| -0.3% | -$927 | 0.02% | 173 |
|
2022
Q2 | $406K | Sell |
4,068
-5,336
| -57% | -$533K | 0.03% | 162 |
|
2022
Q1 | $895K | Buy |
9,404
+173
| +2% | +$16.5K | 0.05% | 147 |
|
2021
Q4 | $890K | Buy |
9,231
+6
| +0.1% | +$578 | 0.04% | 152 |
|
2021
Q3 | $884K | Sell |
9,225
-5,956
| -39% | -$571K | 0.05% | 146 |
|
2021
Q2 | $1.53M | Sell |
15,181
-384
| -2% | -$38.6K | 0.06% | 132 |
|
2021
Q1 | $1.4M | Buy |
15,565
+598
| +4% | +$53.7K | 0.06% | 131 |
|
2020
Q4 | $1.26M | Sell |
14,967
-2,848
| -16% | -$239K | 0.06% | 133 |
|
2020
Q3 | $1.36M | Buy |
17,815
+22
| +0.1% | +$1.68K | 0.07% | 152 |
|
2020
Q2 | $1.27M | Buy |
17,793
+5
| +0% | +$356 | 0.07% | 146 |
|
2020
Q1 | $1.32M | Buy |
17,788
+1,796
| +11% | +$133K | 0.09% | 135 |
|
2019
Q4 | $1.38M | Sell |
15,992
-2,775
| -15% | -$239K | 0.07% | 139 |
|
2019
Q3 | $1.45M | Sell |
18,767
-884
| -4% | -$68.3K | 0.07% | 142 |
|
2019
Q2 | $1.57M | Sell |
19,651
-907
| -4% | -$72.2K | 0.08% | 122 |
|
2019
Q1 | $1.84M | Buy |
20,558
+33
| +0.2% | +$2.96K | 0.09% | 143 |
|
2018
Q4 | $1.4M | Buy |
20,525
+841
| +4% | +$57.2K | 0.07% | 164 |
|
2018
Q3 | $1.63M | Sell |
19,684
-129
| -0.7% | -$10.7K | 0.1% | 128 |
|
2018
Q2 | $1.62M | Buy |
19,813
+5,173
| +35% | +$423K | 0.1% | 122 |
|
2018
Q1 | $1.48M | Sell |
14,640
-40
| -0.3% | -$4.03K | 0.1% | 113 |
|
2017
Q4 | $1.57M | Buy |
14,680
+8,145
| +125% | +$869K | 0.12% | 94 |
|
2017
Q3 | $692K | Sell |
6,535
-21,969
| -77% | -$2.33M | 0.06% | 179 |
|
2017
Q2 | $3.35M | Buy |
28,504
+657
| +2% | +$77.2K | 0.24% | 79 |
|
2017
Q1 | $3.14M | Buy |
27,847
+7,069
| +34% | +$798K | 0.26% | 79 |
|
2016
Q4 | $1.9M | Buy |
20,778
+5,701
| +38% | +$522K | 0.19% | 95 |
|
2016
Q3 | $1.46M | Buy |
+15,077
| New | +$1.46M | 0.3% | 43 |
|